- Ability to deal in over 5000 Collective Investment Funds
- Dealing at competitive rates
- Ability to place orders online
- Guaranteed settlement
- Online access to your balance positions
- Distributions processed according to your instructions
- Notification of all Corporate Actions
- Monthly electronic custody statement
To find out more contact Bob Trew
FundService - our Collective Investment Funds service
Collective Investment Funds have become a vital part of many wealth managers' strategies yet the dealing, settlement and custody remain difficult and costly. We have designed our FundService to offer a solution to this by centralising the dealing and custody through one service.
FundService allows you to deal in a wide range of collectives through our Dealing Service. We will then manage the settlement and custody for you, thereby removing the operational headaches and costs. Additionally, due to the excellent relationships we have with the Fund Managers, we will ensure that the initial charges are heavily discounted or completely free for many funds.